Sharebuilder 401K Balanced Portfolio
0.82%May 03 | MyPlanIQ portfolio symbol P_53940

Buy and Hold (Annually Rebalance)
TotalBond BND 40%
TIPS TIP 10%
LargeValue IWD 21%
LargeGrowth IWF 8%
SmallCap IWM 6%
DividendStks DVY 5%
InternationalStks VEA 10%

Simulated from 07/27/2007

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 07/27/2007 to 05/03/2024, the worst annualized return of 3-year rolling returns is 0.94%.

From 07/27/2007 to 05/03/2024, the worst annualized return of 5-year rolling returns is 3.06%.

From 07/27/2007 to 05/03/2024, the worst annualized return of 10-year rolling returns is 5.03%.

Maximum Drawdown

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